Market Cap
$31.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 15, 2026 | RBC Capital | UPGRADE | Outperform | 55% |
| Aug 31, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Aug 19, 2026 | Rothschild & Co | INITIATE | Neutral | 58% |
| Aug 7, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Aug 7, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Aug 7, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Aug 7, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 15, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Jul 13, 2026 | Citigroup | DOWNGRADE | Neutral | 55% |
| Jul 10, 2026 | Jefferies | MAINTAIN | Hold | 53% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 9 | 12 | 1 | 1 | 48% | |
| Aug 1, 2026 | 3 | 9 | 11 | 1 | 1 | 48% | |
| Jul 1, 2026 | 4 | 10 | 9 | 1 | 1 | 56% | |
| Jun 1, 2026 | 4 | 11 | 8 | 1 | 1 | 60% | |
| May 1, 2026 | 4 | 12 | 9 | 0 | 1 | 62% | |
| Apr 1, 2026 | 4 | 11 | 9 | 0 | 1 | 60% | |
| Mar 1, 2026 | 4 | 12 | 8 | 0 | 1 | 64% | |
| Feb 1, 2026 | 4 | 12 | 8 | 0 | 1 | 64% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.67 | $2.62–$2.76 | 4.7% | -0.7% | 1↑ 8↓ | $1.4B | 13 |
| Next Q | $3.03 | $2.93–$3.11 | 7.9% | -0.2% | 6↑ 3↓ | $1.5B | 13 |
| Current FY | $12.09 | $11.82–$12.17 | 8.2% | -0.0% | 11↑ 3↓ | $5.8B | 20 |
| Next FY | $13.23 | $12.74–$13.70 | 9.5% | +0.1% | 10↑ 2↓ | $6.2B | 20 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.669 | — |
| 7d ago | $2.676 | -0.008 |
| 30d ago | $2.688 | -0.020 |
| 60d ago | $2.827 | -0.159 |
| 90d ago | $2.851 | -0.183 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 12,317,194 | $2.4B | 15.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 9,474,129 | $1.8B | 12.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,913,661 | $1.5B | 10.0% | — |
| STATE STREET CORP | 6,680,735 | $1.3B | 8.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 4,352,320 | $845.2M | 5.5% | — |
| Bank of New York Mellon Corp | 4,197,610 | $818.0M | 5.3% | — |
| FIRST TRUST ADVISORS LP | 2,278,696 | $444.1M | 2.9% | ADD +48.2% |
| Invesco Ltd. | 2,063,578 | $402.1M | 2.6% | — |
| MORGAN STANLEY | 1,928,931 | $375.9M | 2.4% | TRIM -28.2% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | ADD | 1,537,825 | 2,278,696 | +48.2% | $444.1M |
| MORGAN STANLEY | TRIM | 2,686,821 | 1,928,931 | -28.2% | $375.9M |
| NORDEA INVESTMENT MANAGEMENT AB | ADD | 1,033,381 | 1,388,008 | +34.3% | $269.6M |
| UBS Group AG | ADD | 726,811 | 1,289,300 | +77.4% | $251.3M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 450,250 | 1,129,739 | +150.9% | $220.2M |
| CITIGROUP INC | ADD | 390,082 | 774,425 | +98.5% | $150.9M |
| NORGES BANK | NEW | — | 664,714 | — | $129.5M |
| Amundi | TRIM | 1,062,184 | 604,304 | -43.1% | $117.8M |
| VICTORY CAPITAL MANAGEMENT INC | DOUBLED | 179,288 | 600,983 | +235.2% | $117.1M |
| ALLIANCEBERNSTEIN L.P. | ADD | 380,448 | 491,472 | +29.2% | $110.3M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 8, 2026 | Farrell Michael J. | Chairman and CEO | EXERCISE | 4,991 | $146.34 | $730.4K |
| Sep 8, 2026 | Farrell Michael J. | Chairman and CEO | SELL | 4,991 | $222.44 | $1.1M |
| Sep 2, 2026 | FARRELL PETER C | Director | SELL | 970 | $234.73 | $227.7K |
| Aug 14, 2026 | Bloomer Aaron | Chief Financial Officer | AWARD | 9,072 | — | — |
| Aug 14, 2026 | Rider Michael J | Global General Counsel | AWARD | 3,230 | — | — |
| Aug 14, 2026 | Farrell Michael J. | Chairman and CEO | AWARD | 13,547 | — | — |
| Aug 14, 2026 | Leong Justin | Chief Product Officer | AWARD | 6,461 | — | — |
| Aug 7, 2026 | Farrell Michael J. | Chairman and CEO | EXERCISE | 4,991 | $146.34 | $730.4K |
| Aug 7, 2026 | Farrell Michael J. | Chairman and CEO | SELL | 4,991 | $205.69 | $1.0M |
| Aug 5, 2026 | FARRELL PETER C | Director | SELL | 8,000 | $225.00 | $1.8M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Resmed Inc | May 13, 2026(31d) |
| Mar 27, 2026 | Alan Armstrong | R | SENATE | BUY | $1,001 - $15,000 | Resmed Inc | Jul 22, 2026(117d) |